+ CISCO is pushing it's cloud based platform to its 650 telco clients. That's a lot of clients and end users and it will happen because Telco's that want to stay with CISCO won't really have much choice.
+ The AI Zoe/Watson thing is still in its infancy and so there is close to a 100% chance of platform evolution towards an even richer suite of functionality over time. As functionality grows so may revenue. For the moment I assume (rightly of wrongly) that the wide range of Dubber metrics currently available extends to things like voice to text, voice to text based data along with an innovative capacity to identify customer complaints and read customer emotions.
+ Once Zoe is imbedded it can't be removed without a whole platform rewrite, significant staff training, end user training and a lot of other fuss. In other words there isn't much risk of Dubber or Zoe being dumped any time soon. IMO the Dubber platform will remain a core component of a market domineering CISCO platform for maybe the next 10 years. If sufficient effort is put into maintaining and developing these platforms life expectancy may be much longer than 10 years. This snippet of reality markedly reduces investment risk.
+ Competition from future over-the-top (3rd party) providers maybe both limited and frustrated because Telcos have a habit of bundling up their service packages. If a telco's business clients have BroadCloud functionality already bundled up in their packages why would those businesses go to the trouble of purchasing an alternative product from a third party vendor? We should expect competition from over-the-top providers in due course but I don't know how they will fare in a long game of catch-up. In any case telcos will retain real customers and Dubber's platform will be marketed by those telcos to end users.
cheers
DUB Price at posting:
$1.03 Sentiment: None Disclosure: Held
